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Overview

If you’ve already created a dashboard that you love — with the perfect charts, filters, and layout — you can easily reuse it to generate new dashboards with updated data. This feature is especially useful for recurring reporting cycles such as:
  • Daily or weekly sales reports
  • Monthly performance dashboards
  • Regular inventory or finance updates
By using existing dashboards as templates, you maintain a consistent layout, chart setup, and filter configuration — while replacing only the underlying dataset. Reuse dashboard button in Bricks

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When to Use Reuse Dashboard

Use Reuse Dashboard when:
  • You regularly receive updated data files with the same structure (e.g., same columns, headers, and types).
  • You want to quickly refresh your dashboard visuals without rebuilding from scratch.
  • You need to maintain consistency across multiple reporting periods.

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How It Works

When you reuse an existing dashboard as a template, Bricks uses your existing dashboard layout as a template, replacing the data with a new dataset you select. Your charts, filters, and visual layout remain the same — only the values are updated from the new data.

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Steps to Reuse a Dashboard

  • Open the existing dashboard you want to reuse
  • Click Actions from left navigation panel
  • Select Reuse dashboard
  • Choose your new data — this can be a new file or an updated dataset
  • Bricks will automatically create a new dashboard in a new file, using the same layout, charts, and configuration as your previous dashboard
How to Reuse Dashboards in Bricks

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Important Notes

  • The new dataset must have the same structure as the original one — column headers and data types should match
    Example: If your original dashboard was based on columns like Date, Region, and Sales, your new file must also contain these exact column headers.
  • If the structure differs, Bricks may not be able to map the data correctly to existing visuals
  • The new dashboard will be saved as a separate file, keeping your original dashboard intact

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Benefits of Reusing Dashboards

  • Saves time: No need to rebuild visualizations every time data updates
  • Ensures consistency: Keep the same design and chart configurations across reports
  • Easy comparisons: Maintain a uniform dashboard structure for time-based reporting (daily, weekly, monthly)
  • Error-free updates: Reduces chances of misaligned charts or manual setup errors

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Best Practices

  • Always verify that new data has identical headers before reusing dashboards
  • Use clear and consistent file names (e.g., Sales_Report_Jan, Sales_Report_Feb)
  • Keep a “template dashboard” file ready for future reuse
  • After reusing, review key metrics to ensure data mapping is correct

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See Also

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Need Help?

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